Lester Murray Antman Dba Simply Rich Portfolio Holdings

Lester Murray Antman Dba Simply Rich

  • $359 Million
  • Q3 2024

Lester Murray Antman Dba Simply Rich has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $359 Million distributed in 221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.6M, Ishares Msci Usa Min Vol Facto with a value of $17.3M, Alphabet Inc. with a value of $16.7M, Ishares Msci Emerging Markets with a value of $15.7M, and Ishares Msci Eafe Min Vol Fact with a value of $15.1M.

Examining the 13F form we can see an increase of $42.7M in the current position value, from $316M to 359M.

Below you can find more details about Lester Murray Antman Dba Simply Rich portfolio as well as his latest detailed transactions.

Portfolio value $359 Million
Technology: $70.6 Million
ETFs: $68.5 Million
Healthcare: $41.7 Million
Communication Services: $40.7 Million
Consumer Cyclical: $33.4 Million
Financial Services: $31.7 Million
Industrials: $22.4 Million
Consumer Defensive: $17.9 Million
Other: $18.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.98T
$25.6 Million 7.15% of portfolio
110,006
Q3 2024 Reduced 0.22%
$0
$17.3 Million 4.83% of portfolio
189,595
Q3 2024 Added 0.37%
$1.14T
$16.7 Million 4.64% of portfolio
99,658
Q3 2024 Reduced 0.05%
$0
$15.7 Million 4.39% of portfolio
250,878
Q3 2024 Added 0.76%
$0
$15.1 Million 4.2% of portfolio
196,340
Q3 2024 Added 0.7%
$3.3T
$11.3 Million 3.15% of portfolio
26,299
Q1 2024 Reduced 0.41%
$1.11T
$10.2 Million 2.86% of portfolio
61,780
Q3 2022 Added 1,900.0%
$246B
$10.3 Million 2.86% of portfolio
86,194
Q3 2024 Reduced 0.38%
$529B
$8.95 Million 2.49% of portfolio
15,305
Q3 2024 Added 0.7%
$0
$7.51 Million 2.09% of portfolio
281,334
Q3 2024 Reduced 6.29%
$433B
$6.92 Million 1.93% of portfolio
17,071
Q3 2024 Added 1.29%
$511B
$6.48 Million 1.81% of portfolio
23,572
Q2 2024 Reduced 0.31%
$995B
$6.07 Million 1.69% of portfolio
34,927
Q3 2024 Reduced 0.94%
$0
$4.67 Million 1.3% of portfolio
26,044
Q3 2024 Added 0.13%
$95B
$4.33 Million 1.21% of portfolio
12,504
Q2 2024 Reduced 0.29%
$90.2B
$3.82 Million 1.06% of portfolio
80,488
Q3 2024 Added 5.06%
$24.1B
$3.45 Million 0.96% of portfolio
30,047
Q3 2024 Added 2.3%
$602B
$3.33 Million 0.93% of portfolio
7,231
Q3 2024 Added 2.03%
$94.3B
$3.29 Million 0.92% of portfolio
6,336
Q3 2024 Added 3.66%
$221B
$3.31 Million 0.92% of portfolio
10,855
Q3 2024 Added 6.33%
$79.3B
$3.24 Million 0.9% of portfolio
28,015
Q3 2024 Added 0.34%
$148B
$2.93 Million 0.82% of portfolio
9,095
Q2 2024 Reduced 0.85%
$229B
$2.86 Million 0.8% of portfolio
8,088
Q4 2020 Reduced 0.61%
$148B
$2.75 Million 0.77% of portfolio
23,358
Q2 2022 Reduced 0.15%
$505B
$2.55 Million 0.71% of portfolio
5,162
Q3 2022 Reduced 0.21%
$83.9B
$2.54 Million 0.71% of portfolio
5,138
Q3 2024 Added 2.23%
$82B
$2.5 Million 0.7% of portfolio
5,319
Q3 2024 Reduced 2.28%
$9.13B
$2.35 Million 0.66% of portfolio
149,633
Q3 2024 Added 4.0%
$79.6B
$2.31 Million 0.64% of portfolio
5,143
Q3 2024 Added 3.56%
$335B
$2.27 Million 0.63% of portfolio
14,800
Q3 2024 New
$96.7B
$2.23 Million 0.62% of portfolio
25,280
Q3 2024 Reduced 0.6%
$149B
$2.23 Million 0.62% of portfolio
34,361
Q3 2024 Added 10.41%
$174B
$2.23 Million 0.62% of portfolio
53,276
Q1 2024 Reduced 0.15%
$2.29T
$2.1 Million 0.59% of portfolio
11,280
Q2 2022 Added 1,900.0%
$72.1B
$2.06 Million 0.57% of portfolio
17,581
Q3 2024 Added 2.39%
$114B
$2.01 Million 0.56% of portfolio
6,956
Q3 2024 Reduced 1.54%
$215B
$1.94 Million 0.54% of portfolio
16,904
Q3 2024 Added 12.29%
$40.1B
$1.93 Million 0.54% of portfolio
19,604
Q3 2024 Added 2.82%
$230B
$1.91 Million 0.53% of portfolio
28,994
Q3 2024 Added 7.78%
$88.5B
$1.91 Million 0.53% of portfolio
11,895
Q2 2024 Reduced 1.57%
$440B
$1.86 Million 0.52% of portfolio
2,099
Q3 2024 Added 11.83%
$241B
$1.84 Million 0.51% of portfolio
34,516
Q3 2024 Added 5.89%
$134B
$1.83 Million 0.51% of portfolio
3,132
Q3 2024 Added 13.27%
$65.9B
$1.83 Million 0.51% of portfolio
16,343
Q3 2024 Added 15.66%
$86B
$1.78 Million 0.5% of portfolio
8,066
Q3 2024 Added 5.2%
$72.7B
$1.71 Million 0.48% of portfolio
6,246
Q2 2019 New
$241B
$1.71 Million 0.48% of portfolio
9,590
Q3 2024 Added 2.16%
$0
$1.72 Million 0.48% of portfolio
15,008
Q3 2024 Added 0.01%
$173B
$1.72 Million 0.48% of portfolio
14,216
Q2 2024 Reduced 2.66%

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $359 Million
  • Prior Value $316 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 52 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
Track This Portfolio

Track Lester Murray Antman Dba Simply Rich Portfolio

Follow Lester Murray Antman Dba Simply Rich and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lester Murray Antman Dba Simply Rich, based on Form 13F filings with the SEC.

News

Stay updated on Lester Murray Antman Dba Simply Rich with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email